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Callan Capital’s Goldman Sachs GS Stock Holding History

Callan Capital’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$549K Buy
1,006
+48
+5% +$28.9K 0.04% 192
2024
Q4 		$548K Buy
958
+47
+5% +$26.2K 0.04% 161
2024
Q3 		$451K Buy
911
+75
+9% +$36.7K 0.03% 192
2024
Q2 		$378K Buy
836
+183
+28% +$80.3K 0.03% 198
2024
Q1 		$273K Buy
+653
New +$253K 0.02% 222
2023
Q4 		– Sell
-956
Closed -$309K – 243
2023
Q3 		$309K Buy
956
+197
+26% +$65.8K 0.03% 154
2023
Q2 		$245K Buy
+759
New +$250K 0.03% 161

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Callan Capital's GS Position: Q1 2025 in Review

Callan Capital increased its Goldman Sachs (GS) stake by 5% in Q1 2025, buying an estimated $28.9K and bringing the position to 1,006 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #192.

Callan Capital first reported a position in GS in Q2 2023 and has held it in 7 quarters since. 2,492 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Callan Capital held 1,006 shares of Goldman Sachs worth $549K as of Q1 2025.
  • Callan Capital bought 48 Goldman Sachs shares in Q1 2025, an estimated $28.9K.
  • Goldman Sachs made up 0.04% of Callan Capital's portfolio in Q1 2025, its #192 holding.
  • Callan Capital first reported a position in Goldman Sachs in Q2 2023 and has held it in 7 quarters since.
  • 2,492 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.